Screener
SHUS vs SPD
Stratified LargeCap Hedged ETF vs Simplify US Equity PLUS Downside Convexity ETF
Key differences
Both SHUS and SPD are alternative ETFs. SHUS charges 0.79% a year and SPD 0.53%. The main difference: SHUS follows a option income strategy; SPD uses volatility strategy.
- SHUS follows a option income strategy; SPD uses volatility strategy.
- SPD costs 0.26% less per year.
- SPD is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPD has delivered higher annualized returns.
Side-by-side comparison
| SHUS | SPD | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.53% |
| Fund size (AUM) | $24M | $108M |
| Since | 2021 | 2020 |
| Dividend yield | 1.27% | 0.95% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | volatility strategy |
| CAGR 1Y | +18.0% | +12.8% |
| CAGR 3Y | +10.6% | +17.5% |
| CAGR 5Y | N/A | +8.1% |
| Sharpe 3Y | 0.61 | 0.82 |
| Volatility 1Y | 10.17% | 13.45% |
| Max drawdown | -14.09% | -27.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.